Rapid CRM, customer and project management

Turn
your business into a
powerful machine

A robust CRM system with project management capabilities is critical for any business aiming to grow in today's competitive landscape. By using CRM, you can ensure that your organization is always accessible in the cloud, removing time and location constraints. Manage projects, clients, finances, and all aspects of your organization in real-time.

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READ FEATURES

"The problem isn't a lack of time.
99% of the time, it's how we manage it."

That's where CRM comes in a powerful tool to help you organize, prioritize, and make the most of your time.

FEATURES AND BENEFITS

Explore the awesome Rapid CRM features that will help you get your business to the next level.

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

AWESOME SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

KNOWLEDGE BASE

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

SURVEY REPORTS

Generate powerful survey reports

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

The benefits of
using cloud-based Customer Relationship Management (CRM) system

One of the most important features of Parsana Web’s customer and project management system is its web-based nature, allowing access to projects, support, financial matters, tasks, and many other aspects 24 hours a day, 7 days a week, from anywhere in the world.

24/7
Access

Improved
efficiency

Fast
support

Access
projects

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CRM FEATURES

Get answers to all your questions you might have.

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FAQ

Does this CRM provide suitable communication and interaction with support and customers?

arsana Web CRM system, using its proprietary support system, can receive all customer support requests. Additionally, you can define a dedicated operator for each department in our system, which helps specialized operators in each department to respond to customers in your business system.

Does this CRM have the capability to expand and adapt to future changes and needs?

Certainly, Parsana Web CRM system has a very strong development capability and will be able to adapt to other systems and platforms.

What tools and resources are available for training and supporting users for optimal use of this CRM?

As a customer, you have access to the CRM system's knowledge base, and you can find answers to your questions about using the CRM system 24/7. Also, depending on the type of contract, you can communicate with our support team through ticketing system or other defined methods.
Additionally, your customers can always access our CRM system's knowledge base and understand how to operate in the system at any time.

Does this CRM have the capability to transfer data from previous systems?

Yes and no. Everything depends on the system and the structure of your previous system. However, given the capabilities of our programming team and the precise structure of our system, it's highly unlikely that data transfer wouldn't be possible.

How much time and cost is required for implementation and training on this CRM?

Parsana Web CRM system can be implemented in a very short time. However, the times when we need to develop or add sections based on your business needs should be considered.

Does this CRM provide regular support and updates?

Absolutely. You can expect regular and precise support and updates from Parsana Web. The basis of CRM system operation is being up-to-date and always available. Therefore, we will always be alongside you.

Does this CRM provide suitable communication and interaction with support and customers?

arsana Web CRM system, using its proprietary support system, can receive all customer support requests. Additionally, you can define a dedicated operator for each department in our system, which helps specialized operators in each department to respond to customers in your business system.

Does this CRM have the capability to expand and adapt to future changes and needs?

Certainly, Parsana Web CRM system has a very strong development capability and will be able to adapt to other systems and platforms.

What tools and resources are available for training and supporting users for optimal use of this CRM?

As a customer, you have access to the CRM system's knowledge base, and you can find answers to your questions about using the CRM system 24/7. Also, depending on the type of contract, you can communicate with our support team through ticketing system or other defined methods.
Additionally, your customers can always access our CRM system's knowledge base and understand how to operate in the system at any time.

Does this CRM have the capability to transfer data from previous systems?

Yes and no. Everything depends on the system and the structure of your previous system. However, given the capabilities of our programming team and the precise structure of our system, it's highly unlikely that data transfer wouldn't be possible.

How much time and cost is required for implementation and training on this CRM?

Parsana Web CRM system can be implemented in a very short time. However, the times when we need to develop or add sections based on your business needs should be considered.

Does this CRM provide regular support and updates?

Absolutely. You can expect regular and precise support and updates from Parsana Web. The basis of CRM system operation is being up-to-date and always available. Therefore, we will always be alongside you.